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BALFX vs MTRRX
BALFX vs MTRRX Comparison
Open Charts BALFX vs MTRRX
American Funds American Balanced F1
Price$36.10
Change-$0.33 (-0.91%)
VolumeN/A
CapitalizationN/A
MFS Total Return R2
Price$20.87
Change-$0.05 (-0.24%)
VolumeN/A
CapitalizationN/A
BALFX vs MTRRX Comparison Chart
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BALFX vs. MTRRX commentary
Nov 18, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BALFX is a StrongBuy and MTRRX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 236B vs. MTRRX (8.05B). BALFX pays higher dividends than MTRRX: BALFX (2.21) vs MTRRX (2.07). BALFX was incepted earlier than MTRRX: BALFX (24 years) vs MTRRX (21 years). BALFX is a more actively managed with annual turnover of: 171.00 vs. MTRRX (43.00). MTRRX has a lower initial minimum investment than BALFX: MTRRX (0) vs BALFX (250). BALFX annual gain was more profitable for investors over the last year : 20.84 vs. MTRRX (13.36). BALFX return over 5 years is better than : 34.76 vs. MTRRX (14.17).
| BALFX | MTRRX | BALFX / MTRRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 21 years | - |
| Gain YTD | 13.997 | 10.518 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 8.05B | 2,931% |
| Annual Yield % from dividends | 2.21 | 2.07 | 107% |
| Returns for 1 year | 20.84 | 13.36 | 156% |
| Returns for 3 years | 10.40 | -4.18 | -249% |
| Returns for 5 years | 34.76 | 14.17 | 245% |
| Returns for 10 years | 50.51 | 34.19 | 148% |